See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,601 | $82,664+76.1% | $125,339+16.2% | $68,494+112.6% |
| Participation rate | 82.1% | 75.0%+7.0pp | 82.4%-0.3pp | 67.9%+14.2pp |
| Annual return | -15.95% | -5.97%-10.0pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $15,535 | $3,381+359.5% | $4,814+222.7% | $2,596+498.3% |
| Participant deferral / active EE | $12,918 | $6,110+111.4% | $7,446+73.5% | $4,027+220.8% |
| Admin fee / account holder | $17,968 | $6,275+186.3% | $10,010+79.5% | $5,403+232.6% |